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Wealth Strategy Associate Jobs (NOW HIRING)

UBS

Wealth Strategy Associate

Newport Beach, CA · On-site

$65K - $85K/yr

Your role Your role as a Wealth Strategy Associate will support a successful financial advisor team in the development of various wealth management plans and strategies (e.g., financial plans ...

Apollo

Wealth Strategy Associate

New York, NY · On-site

$130K - $165K/yr

Position Overview Apollo is seeking a highly motivated Associate with excellent business management skills and strong knowledge of wealth distribution to join our Strategy team within the Global ...

UBS

Wealth Strategy Associate

San Francisco, CA · On-site

$72.50K - $85K/yr

Your role We're looking for a Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals • ...

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$32.5K

$93.7K

$148K

How much do wealth strategy associate jobs pay per year?

As of May 30, 2026, the average yearly pay for wealth strategy associate in the United States is $93,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Strategy Associate, and why are they important?

To thrive as a Wealth Strategy Associate, you need a strong background in finance, investment analysis, and financial planning, often supported by a relevant degree such as finance or economics. Familiarity with financial planning software, CRM systems like Salesforce, and certifications such as the CFP or CFA are typically valued. Exceptional interpersonal skills, attention to detail, and analytical thinking help you build trust and tailor strategies for high-net-worth clients. These competencies are vital to delivering personalized financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

How does a Wealth Strategy Associate typically support senior advisors and contribute to client relationship management?

Wealth Strategy Associates play a crucial support role by preparing financial plans, conducting research, and ensuring all client documentation is accurate and up-to-date. They often act as a liaison between clients and senior advisors, assisting with meeting preparation and follow-ups to ensure a seamless client experience. This position is highly collaborative, requiring frequent communication with investment specialists, compliance teams, and operations staff. Over time, Wealth Strategy Associates can grow into more client-facing roles, developing their expertise and advancing within the firm.

What does a Wealth Strategy Associate do?

A Wealth Strategy Associate assists financial advisors and clients in developing personalized wealth management strategies. Their responsibilities typically include preparing financial plans, conducting investment research, coordinating client meetings, and ensuring that clients' portfolios align with their long-term goals. They also help with administrative tasks and may contribute to business development efforts. Wealth Strategy Associates play a key role in delivering high-quality service and supporting the overall client experience within a wealth management firm.

What is the difference between Wealth Strategy Associate vs Financial Advisor?

AspectWealth Strategy AssociateFinancial Advisor
CredentialsBachelor's degree, certifications like CFP or CFA often preferredTypically requires CFP certification, Series 7/66 licenses
Work EnvironmentSupport role within wealth management teams, analytical focusClient-facing, personalized financial planning and advice
Employer & IndustryWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

The Wealth Strategy Associate primarily supports senior advisors with research and planning, focusing on analytical tasks. In contrast, Financial Advisors directly interact with clients to develop personalized financial plans. Both roles often require similar certifications and work within the wealth management industry, but their responsibilities and client engagement levels differ.

More about Wealth Strategy Associate jobs
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Who are the top companies hiring for Wealth Strategy Associate jobs? The top employers for Wealth Strategy Associate jobs are:
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Wealth Strategy Associate jobs near you
Infographic showing various Wealth Strategy Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 63% Full Time, 35% Part Time, and 1% Contract. Highlights an 59% Physical, 8% Hybrid, and 33% Remote job distribution, with an average salary of $93,739 per year, or $45.1 per hour.
Wealth Strategy Associate

Wealth Strategy Associate

UBS - Experienced professionals - job boards

Dayton, OH • On-site

Other

Posted 4 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

Are you skilled at developing wealth management strategies. Does financial data excite you?
We're looking for a Wealth Strategy Associate to:
assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
develop customized asset allocation strategies and investment solutions for clients
provide support for client relationship building and business development activities
perform business analytics as needed to support financial advisors in the growth of the business
analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

What UBS employees say

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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